Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : InfoSpace (INSP): Where GNET went! -- Ignore unavailable to you. Want to Upgrade?

To: levy who wrote (7092)	6/8/1999 11:17:00 AM
From: WallStreetTips	Read Replies (1) \| Respond to of 28311

GNET >>> Russ to present at Paine Webber Conf. on 10th at 11:15 On 10th Russ will be presenting at Paine Webber conference. gerpress.painewebber.com. GNET will be at Paine Webber and then comes the Annual General Meeting. Thereafter the split date and so on...... GNET will be somewhat higher in rankings as seen from number of posts on SI this week. The posts volume has picket up significantly which should help GNET to move a step up in the rankings. Also expect many new customers as more and more people are getting tired of Yahoo message board which is becoming useless due to their feature of multiple identity and freedom on posting whatever. Sometime the language seen on those boards are beyond imagination. My guess is more people will rather pay and get quality information sharing than to see quantity useless information. OT : Just bought some ITVU, is anyone following it? It is presenting too at Paine Webber on 9th at 2:30. ITVU would be great addition for GNET like Yahoo acquired Broadcast.Com. Just my views.

To: levy who wrote (7092)	6/8/1999 11:27:00 AM
From: Lizzie Tudor	Read Replies (3) \| Respond to of 28311

rlevy, gnet doesn't have any analyst coverage. Theres only someone at Pacific Crest Securities, and maybe someone else, thats it. Thats the difference between trading gnet and the other portals, take cnet as an example... a little stronger than gnet for a few reasons but snap.com is hardly the leader - the difference is that cnet is covered by a bunch of houses. So if gnet can get coverage then the stock could double depending on the analyst report. I guess it all comes down to what you consider a "known entity". I think gnet is only known to us. BTW last time gnet and cnet reported on the same day and that is a problem, gnet gets lost on cnbc.

To: levy who wrote (7092)	6/8/1999 11:55:00 AM
From: Obewon	Read Replies (2) \| Respond to of 28311

I'd like to help you but currently there is no "correct" method for valuing Internet stocks as most have business models that are dissimilar. Some depend almost exclusively on advertising. Others depend on revenue streams due to strategic alliances. Some are subscription based and others depend on e-commerce. Most analysts, myself included, can't come up with a credible analysis due to the lack of info about these various revenue streams. Those few Wall Street analysts that have published estimates are just throwing darts at the side of a barn and (IMHO) aren't worthy of publishing because their analysis has so many no-basis assumptions to make it useless. I became interested in GNET when they bought SI. I think that their business strategy (not necessarily the model) of building low cost scalable content gives them an edge over many other content aggregators. The more recent possibility of Paul Allen bundling GNET in with his cable holdings is also a positive development. However, these are general "gut-feeling" issues and I currently have no idea where the major revenue growth of the company is going to come from in five years. Advertising will remain a large portion of the company's revenue in the foreseable future but Internet ad rates could significantly increase or decrease in the next couple of years depending on whether company's believe in their effectiveness. Getting back to you question though, I can't help you with any credible way to rank GNET against the other portals. Obewon